SC

SouthState Corp Portfolio holdings

AUM $2.24B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,850
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.1M
3
+$3.82M
4
ZS icon
Zscaler
ZS
+$2.34M
5
AMZN icon
Amazon
AMZN
+$2.33M

Top Sells

1
+$17.1M
2
+$13.5M
3
+$7.27M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$6.27M
5
B
Barrick Mining
B
+$5.13M

Sector Composition

1 Technology 23.19%
2 Financials 14.61%
3 Healthcare 6.86%
4 Consumer Discretionary 5.51%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$667K 0.03%
6,154
+233
252
$648K 0.03%
3,899
+2
253
$639K 0.03%
4,730
-7,645
254
$609K 0.03%
6,036
-2,143
255
$599K 0.03%
5,265
-118
256
$591K 0.03%
3,250
257
$589K 0.03%
5,980
+34
258
$588K 0.03%
2,198
-68
259
$578K 0.03%
1,982
+119
260
$575K 0.03%
2,245
-17
261
$573K 0.03%
12,989
262
$567K 0.02%
5,429
+3,114
263
$562K 0.02%
17,682
264
$558K 0.02%
12,712
-6,530
265
$544K 0.02%
5,958
-113
266
$542K 0.02%
6,535
267
$538K 0.02%
1,804
+6
268
$538K 0.02%
6,341
-117
269
$532K 0.02%
18,549
-26
270
$529K 0.02%
2,586
-236
271
$506K 0.02%
15,337
-1,350
272
$503K 0.02%
4,919
+143
273
$491K 0.02%
3,528
-17
274
$484K 0.02%
19,968
+1,390
275
$477K 0.02%
6,523
-49
9 10
11
12 13